Apply on Employer Site

Cetera Financial Group · 16 hours ago

Wealth Management Specialist

St Paul, MN

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $75K/yr

5+ years exp

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Wealth Management Specialist is responsible for engaging advisors, providing support to the Growth Team, and ensuring effective communication and relationship management with subset advisors.

AdviceFinancial ServicesRetailRetirementWealth Management

Responsibilities

Establish the subset advisor's relationship with the Sales Enablement team(s) that deliver comprehensive sales support directly to subset advisors & their staff

For subset advisors, follow up on growth plans and roadmaps progress, tackling roadblocks and encouraging adoption and milestone achievement

Create a value-add relationship with advisor back-office support with purpose of gaining trust, improving relationships (end client), satisfaction and retention

Work in collaboration with business development onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes

Curate value line driver focused one-to-many webinars for subset advisors

Provide post-engagement support to Wealth Management Consultants & Regional Growth Team Leader

Qualification

SIE licenseSeries 7 licenseSeries 66 licenseSalesforce proficiencyAdvisory Business KnowledgeProject ManagementRelationship ManagementPresentation SkillsOrganizational Skills

Required

Bachelor's Degree

Minimum 5 years of Service, Relationship and/or Sales Experience

SIE and Series 7 & 66 licenses

Preferred

Project Management & Organization skill sets

Proficiency with Salesforce, Teams, Excel Spreadsheet

Ability to help with operations and process changes

Field-facing & Presentation is a KEY Preference for this role

Advisory Business Knowledge

Benefits

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.

Easy access to mental health benefits to meet our team members and their families where they are.

20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.

401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.

Paid parental leave to support all team members with birth, adoption, and foster.

Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.

Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.